Jeffrey
Krueg

Dynamic Wealth Advisors

CRD#1300805
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jeffrey Krueg is a financial advisor who works in Phoenix, Arizona. Krueg is currently employed by Dynamic Wealth Advisors. During their career, the advisor has held roles at Dynamic Wealth Advisors, Autus Asset Management, LLC and Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors. Krueg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Dynamic Wealth Advisors is an advisory company headquartered in Phoenix, AZ. The company has offices in 50 locations and a total of 120 employees. It administers $3 billion in assets under management between its 12,207 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 12,207 client accounts, 22% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Dynamic Wealth Advisors likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2415 East Camelback Road Suite 700
Phoenix, AZ 85016

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

AZ Average: $1,555,372,352
Total Number of Employees

120

AZ Average: 37
Total Number of Accounts

12,207

AZ Average: 1,370
Average Account Size

$266,444

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jeffrey Krueg Work History

Jeffrey has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors

2020 - 2023 (3 years)

Autus Asset Management, LLC

2013 - 2020 (7 years)

Dynamic Wealth Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Krueg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dynamic Wealth Advisors

Cameron Juhnke
Prairie Village, KS
Jeffrey Krueg
Phoenix, AZ
Timothy Garretson
Phoenix, AZ
Mark Minarik
Idaho Falls, ID
Thomas Mccann
Agoura Hills, CA
Christopher Ordway
Phoenix, AZ
Theresa Krueg
Chandler, AZ
Alecsander Zari
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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